Why Register for Online Services
Registering for our secure online services provides you with access to a wide range of services that allow you to
- Track trade requests
- Recall quotes created in the last 30 days (90 for AMPP and SIPP)
- Get immediate access to your client records to manage their enquiries
- Reuse the client data you've saved to reduce errors and save time
- Research access to technical product and investment information
-
Online Services
New to us?
id
Client Servicing
-
Client View
See all your clients' policies together, helping you see and manage all of their Standard Life plans.
-
Client View
See all your clients' policies together, helping you see and manage all of their Standard Life plans.
id
New business and top ups
-
Start a new quote and apply
This service enables you to create quotes for our group pension plans, individual pension plans and Bonds.
-
Retrieve a quote and apply
Retrieve an existing quote you have started, produce the quote and start the application process.
-
Retrieve an existing application
For applications you have started, login to retrieve the application, complete the steps and submit online.
-
New scheme enquiries
Submit new business enquires for workplace pension schemes allowing you to track enquiries online.
id
Business Servicing
-
Bulk Data Download
Request a bulk download of your clients’ product information across a wide range of products.
-
Adviser Payments
View and print statements following a settlement, helping you to cut down on your administration.
-
Integration Services
A number of our services can be integrated into back office systems enabling you to run your business efficiently.

Register for online services
You need to log in to use our online services. If you’re not yet registered, you can sign up in just a few simple steps.
If you need any help registering, please call our helpdesk on 0345 60 60 036. Call charges will vary.

Register for online services
You need to log in to use our online services. If you’re not yet registered, you can sign up in just a few simple steps.
If you need any help registering, please call our helpdesk on 0345 60 60 036. Call charges will vary.

Service directory
Get access to all the services we offer and quickly find the support you need in our simple service directory.

Service directory
Get access to all the services we offer and quickly find the support you need in our simple service directory.
Money invested is at risk. Tax may change in the future.
This website is for financial advisers only and must not be relied on by anyone else. If you're not an adviser, please go to our customer website for more information about our products and services.